Jonathan Magee
DipFA
Financial Adviser with True Potential
With over 30 years of experience in financial services, I have developed a wealth of knowledge and expertise, enabling me to provide clients with tailored advice and strategic solutions.
I am committed to delivering better value and greater choice for my clients, recognising that every individual’s situation is unique. I take the time to understand your specific needs and aspirations, ensuring that the financial advice I provide is both relevant and effective.
Managing wealth can often be complex and time-consuming, but I simplify the process by addressing all aspects of your financial well-being...
By leveraging True Potential’s award-winning technology, I offer straightforward and transparent advice, giving you 24/7 online access to your financial affairs. This ensures that you remain informed, confident, and empowered to achieve your financial goals.
As a long-standing member of the Personal Finance Society and the Chartered Insurance Institute, I am dedicated to maintaining the highest standards of professionalism, trust, and integrity in everything I do.
I invite you to explore the website and learn more about my ‘Beyond Wealth Management’ service and how it can benefit you.
- CII Level 4 Diploma in Regulated Financial Planning - Chartered Insurance Institute - 21/06/2013
- CII Level 4 Diploma in Financial Planning - Chartered Insurance Institute - 28/12/2012
- Certificate in Life and Pensions - Chartered Insurance Institute - 16/08/2011
- CII Financial Planning Certificate - Chartered Insurance Institute - 14/11/2002
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
